CpaaS Fax - Account

Updated at October 31st, 2026

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Table of Contents

Account: Outgoing Fax Settings: Incoming Fax Settings: File Format: File Fax Limnit:

Use Fax > Account to manage a fax number’s access and email settings.

Fax access with Permission V2

Permission V2 manages access to each fax number directly in the Fax app. Use the selected fax account’s Assigned users list to grant or remove access.

Role or existing access	Access after migration
Owner	Keeps full access to all fax numbers and settings.
Admin with access through the legacy Fax Permission Group	Is migrated automatically to the Fax Admin role and keeps full access to view, edit and manage all fax numbers. No action is required.
Member with access to specific fax numbers	Keeps existing access to those numbers. Access is managed in each fax account’s Assigned users list instead of the legacy Permission Group in Manage Organization.

To grant or remove access, you must be the Owner or have permission to manage access for the selected fax account. Being able to view a fax account does not by itself grant permission to manage other users.

Open a fax account

Open Fax.
Select Account.
Select the fax number you want to manage.

Review account information

Label: an editable name that helps you identify the fax account.
Assigned users: users who have access to the selected fax account.
Assigned numbers: numbers associated with the fax account.

Assign a user

You need permission to manage access for the selected fax account.

On Assigned users, select the edit icon.
In Assign user, use Select user to find and select the user.
Select Assign.
Check that the selected user appears in the assigned-user list.

Remove a user’s access

Open the edit dialog on Assigned users.
Remove the user from the selected list.
Select Assign to save.

The change applies to the selected fax account.

Assign user dialogs for selecting a user and removing an assigned user; example names hidden. — Select a user to grant access, or remove a selected user to revoke access. Select Assign to save.

Outgoing fax settings

Under Sender emails, register the email addresses allowed to send faxes. You can register up to five sender email addresses.

Select Add email.
Enter the sender email address and confirm the addition.

Incoming fax settings

Recipient email is the address that receives incoming faxes. Use Add email to set an address when none is configured. If an address is already configured, use its edit control to change it.

Under File format, choose PDF or TIFF for incoming attachments.

File limits

Select File limits to review the requirements.

Requirement	Limit
File size	35 MB
Supported formats	PDF, PNG, JPG, JPEG
File orientation	Portrait

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